Question

Margin in sales quote - us vendor price for calculating the margin

  • 15 November 2023
  • 3 replies
  • 50 views
L
Rank

Hi,

we would like to show in the details of a sales quote the margin of a product (only for internal use)

As have ave not bought the product before the last cost is empty. So the cost is zero. 

So is it possible to use the vendor price instead for the item cost? And if so, how?

 

 

 

 

3 replies

Connor Morse
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Userlevel 5
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Hi @LarsD - Which Sales Quote are you referring to… CRM Sales Quotes (CR304500)? And are you referring to the Details section of the screen? Or printing the margin to the Sales Quote printed form?

Connor Morse, Kensium - Please *Like* if our support has helped. Please mark it as *Best Answer* if we have provided an answer to your question.
L
Rank

HI @cmorse26,

I am referring to screen SO301000 but screen CR304500 is similar regarding this point. 

And yes, I mean the details section of the screen. 

I just would like to see in one column the margin in % of the sales price based on the vendor price I have for the article in the system.. 

I have already a column in screen SO301000 which shows me the margin in % but this margin is not based on the vendor price but on the price of the last purchased cost or the cost for the items I have in stock. 

But these cost do not help me when I have a new article an no stock and no purchased done before. So in that case the base for the margin should be my vendor price I have. 

Hope you get what I mean. 

Thanks for you help. 

Chris Hackett
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Userlevel 7
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Hi @LarsD were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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